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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,738 | $226,105-72.7% | $182,540-66.2% | $152,897-59.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.11% | 192.58%-176.5pp | 148.58%-132.5pp | 345.43%-329.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,689 | $6,370-26.4% | $5,525-15.1% | $5,851-19.9% |
| Admin fee / account holder | $8,205 | $10,706-23.4% | $8,593-4.5% | $11,599-29.3% |